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Sundaram Mutual FundGrowthDirectGrowth

Sundaram Select Small Cap Series III Direct Growth

Scheme code #134297 · Close Ended Schemes

₹16.1317
Latest NAV
31-03-2020
-0.00%
Day change
₹16.7542
52-week high
₹13.2527
52-week low
NAV history
Returns
1 month-0.08%
3 months2.82%
6 months11.71%
1 year (absolute)12.07%
3 years (absolute)24.22%
5 years (absolute)
1Y CAGR11.97%
3Y CAGR7.50%
5Y CAGR
Since inception CAGR9.82%
Risk metrics
Volatility (1Y, annualized σ)13.43%
Volatility (3Y, annualized σ)13.77%
Max drawdown (1Y)-10.47%
Max drawdown (3Y)-22.41%
Max drawdown (all time)-24.01%
Sharpe ratio (1Y, rf=6%)0.41
Sharpe ratio (3Y, rf=6%)0.10
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme typeClose Ended Schemes
Scheme categoryGrowth
PlanDirect
OptionGrowth
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code134297
Earliest NAV date08-04-2015
Total NAV observations1,227
History last refreshed2026-09-04 22:00:11 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.